MyPlanIQ 401k Investor MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN

MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN Investment Model Portfolios

This Plan is unrated.
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MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate Fund Class A
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend RERFX American EuroPacific Growth Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Moderate Allocation RLBFX American Balanced Fund
ROOT CASH Wilmington Prime Money Market Fund
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
SMALL BLEND NBGEX Neuberger & Berman Genesis Trust
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate Fund Class A
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend RERFX American EuroPacific Growth Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Moderate Allocation RLBFX American Balanced Fund
ROOT CASH Wilmington Prime Money Market Fund
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
SMALL BLEND NBGEX Neuberger & Berman Genesis Trust
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE BLEND BTIIX DWS Institutional Funds Equity 500 Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH RAFFX American Funds AMCAP Fund
LARGE GROWTH CISIX Calvert Fund Social Index Fund
LARGE VALUE ACSRX Van Kampen Comstock Fund
MID-CAP VALUE FBSRX Franklin Balance Sheet Investment Fund
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Portfolio
MID-CAP VALUE MPMIX Morgan Stanley Institutional Fund Trust US Mid Cap Value Portfolio
Total Available Funds: 19
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate Fund Class A 0% 3 60 0 1.26% 20.97%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.19%
Foreign Large Blend RERFX American EuroPacific Growth Fund 94% 3 60 0 0.84% 1.01%
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 3.68%
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 1.96%
ROOT CASH Wilmington Prime Money Market Fund 0% 3 60 0 NA 2.62%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund 98% 3 60 0 0.11% 3.64%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.64%
US EQUITY
SMALL BLEND NBGEX Neuberger & Berman Genesis Trust 96% 3 60 0 0.84% 2.24%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 7.51%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 9.85%
LARGE BLEND BTIIX DWS Institutional Funds Equity 500 Index Fund 77% 3 60 0 0.2% 1.16%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 9.41%
LARGE GROWTH RAFFX American Funds AMCAP Fund 71% 3 60 0 0.49% 0.61%
LARGE GROWTH CISIX Calvert Fund Social Index Fund 71% 3 60 0 1.24% 1%
LARGE VALUE ACSRX Van Kampen Comstock Fund 47% 3 60 0 1.55% 1.48%
MID-CAP VALUE FBSRX Franklin Balance Sheet Investment Fund 34% 3 60 0 1.16% 6.76%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Portfolio 0% 3 60 0 1.26% 13.78%
MID-CAP VALUE MPMIX Morgan Stanley Institutional Fund Trust US Mid Cap Value Portfolio 0% 3 60 0 NA 0.9%
Average Expense Ratio: 0.79%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:)
The plan consists of 21 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

MultiCare Health System Retirement Account Plan is a defined contribution plan with a profit-sharing component.



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